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How to convert an estimate to an invoice

Turn an approved quote into a billable invoice without re-entering data.

Converting an estimate to an invoice should take one click — not a copy-paste session that introduces errors.

InvoyFlow copies all line items, client details, and terms from the approved estimate to a new draft invoice.

Step by step

Written approval or signature before converting.

Confirm line items, rates, and terms are final.

One click creates a draft invoice from the estimate.

Add deposit credits or final scope tweaks.

Email the invoice with online payment enabled.

Yes. Converted estimates are marked accepted and linked to the new invoice.

Edit line items on the draft invoice after conversion for partial billing.

Create a polished invoice in under two minutes — no accounting degree required.

Accept card and PayPal payments on every invoice with one-click setup.

Win work with estimates, then convert to invoices and issue receipts automatically.

Start free. Core is $8/mo, Unlimited is $15/mo — no surprise fees.